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Vinkius

Copilot CRM (Assembly) Connector for AI agents.

10 live capabilities

Manage client profiles, invoices, and files within your service business portal.

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Why people use Copilot CRM (Assembly)

Manage Client Records Faster with Copilot CRM (Assembly)

With this Connector, you can just ask your agent to do the digging for you. Instead of manually searching through folders or scrolling through billing lists, you can ask for a summary of outstanding payments or a specific file from a client's workspace. You get your answers in seconds without the tab-switching fatigue.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire client back-office.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    The Overdue Invoice Check

    An accountant asks the agent to 'List all invoices that are overdue by more than 5 days.

  2. Real-world use case 02

    The Onboarding Rush

    A new client signs.

  3. Real-world use case 03

    The Document Hunt

    A lawyer needs a contract.

Complete set · 10capabilities

The complete Copilot CRM (Assembly) capability set.

These are the exact actions your AI can choose when you ask it to work with Copilot CRM (Assembly).

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Copilot CRM (Assembly).

  1. 01 Capability

    List files

    Find filenames, upload dates, and access permissions for files in the portal. Stop digging through folders manually.

  2. 02 Capability

    List forms

    See all the intake and feedback forms available in your client workspace. This helps you track your available intake options.

  3. 03 Capability

    List invoices

    Pull billing data like amounts, due dates, and payment statuses for all invoices. Keep your billing on track easily.

  4. 04 Capability

    Update client

    Change a client's name or status without affecting their other saved properties. Keep your records accurate in real time.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Copilot CRM (Assembly).

  1. 05 Capability

    List companies

    Get a list of all corporate entities and their primary contact associations. Use this to manage your B2B relationships.

  2. 06 Capability

    List custom fields

    See the definitions for all custom fields you've set up in your CRM. This helps you know exactly what data is available.

  3. 07 Capability

    List portal messages

    View message threads and summaries from your client portal. Use this to catch up on client communications quickly.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Copilot CRM (Assembly).

  1. 08 Capability

    Create client

    Add a new client to your CRM with their name, email, and company links. This helps you onboard new business quickly.

  2. 09 Capability

    Get client details

    Pull deep profile data like contact info and system metadata for a specific client. Use this to see full records instantly.

  3. 10 Capability

    List clients

    See every client in your portal, including their unique IDs and current status. It's great for getting a birds-eye view.

Set up in minutes

One URL. Then ask Copilot CRM (Assembly) to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Copilot CRM (Assembly) from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_01UlDOBAiyZGnHW1vLPdKKJisI0PDoOyqu7gUAeJ/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Copilot CRM (Assembly), and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Copilot CRM (Assembly) for the conversation.

Where the request belongs

Work Copilot CRM can move forward.

Built around the request

This is for service providers who are tired of manual data entry and constant tab-switching. If you spend your afternoon hunting for files or checking invoice statuses, this is for you.

01

Agency Account Manager

Checks client project status and updates contact info during live calls without leaving the chat.

02

Accounting Clerk

Verifies payment statuses and pulls invoice data for monthly reports using natural language.

03

Legal Assistant

Finds specific documents or messages within a client's workspace to provide faster assistance.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
SuiteDash logo
01 11 capabilities

SuiteDash

Manage CRM, projects, tasks, and invoices on SuiteDash with AI agents.

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Axonaut logo
02 12 capabilities

Axonaut

All-in-one ERP and CRM automation. manage invoices, quotes, tasks, and company relationships via AI.

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Karbon logo
03 12 capabilities

Karbon

Manage your accounting firm's workflow, contacts, and work items directly via AI agents.

View Connector
Twenty CRM logo
04 25 capabilities

Twenty CRM

Manage your CRM data directly from AI. list people, companies, and opportunities, and create or update records in Twenty CRM.

View Connector
GUIDEcx logo
05 10 capabilities

GUIDEcx

Automate customer onboarding via GUIDEcx. manage projects, tasks, and time tracking directly from any AI agent.

View Connector
Superdocu logo
06 12 capabilities

Superdocu

Automate document collection and client onboarding with Superdocu and AI agents.

View Connector

Bring your own AI

Change the model, client or framework. Keep Copilot CRM connected.

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Before you connect

Questions about Copilot CRM.

The practical details behind the request, access and result.

Can I use Copilot CRM (Assembly) MCP to check if my clients paid?

Yes, it pulls your invoice data so your agent can tell you exactly what's paid and what's overdue without you having to open the billing dashboard.

Can the Copilot CRM (Assembly) MCP find my client's files?

It can list all files in the portal including names and upload dates so you don't have to hunt through folders to find specific documents.

How do I add a new client using the Copilot CRM (Assembly) MCP?

You just tell your agent the client's name and email, and it handles the creation in the CRM for you automatically.

Can I see portal messages with Copilot CRM (Assembly) MCP?

Yes, your agent can retrieve message threads and summaries from your client portal to give you a quick update on recent communications.

Will Copilot CRM (Assembly) MCP help my law firm manage documents?

It lets your agent find specific files and company associations quickly, making it much easier to pull records during client meetings or planning sessions.

Can I update client info with the Copilot CRM (Assembly) MCP?

You can have your agent modify attributes like names or account statuses directly in the CRM, keeping your records accurate in real time.

How do I generate an API Key in Copilot?

Log in to your Copilot (Assembly) dashboard. Go to Settings > API and click 'Generate API Key'. Copy the key and paste it below.

Can the agent see my internal portal messages?

Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.

Is the billing data secure?

Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.

One connection away

Give your agent a direct line to Copilot CRM.

Connect Copilot CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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